Concerns about Healthcare Realty Trust's static occupancy rate, lack of dividend coverage next year, and limited growth ability are reflected in downgrades. Despite cheap valuation, the stock is seen as fairly valued due to anticipated growth absence and current leverage levels.
Gainers: •$Resolute Forest Products(RFP.US)$+65.7% (entered into an agreement under which Domtar will acquire all of the outstanding common shares of Resolute stock for $20.50 per share and one Contingent Value Right) •$Applied Molecular(AMTI.US)$+2.9% (to report top-line Phase 2 results from MARKET combination Trial of Oral AMT-101) •$プリモリス・サービシズ(PRIM.US)$+2.1% (awarded a $170 mln project by Texas DOT) •$バイオジェン(BIIB.US)$+2.1% (Bi...
Greenback Stocks :
economy typically turns to tech to innovate out of slumps. but tech is being punished. what other tech can we rely? crypto! its been stable since August and we might see growth soon. keep eye on $ビットコイン (BTC.CC)$ and $イーサリアム (ETH.CC)$ and lunac. $Terra (LUNA.CC)$ investing in crytpo will eventually turn around tech and our economy. mark cuban was right!
Goldman Sachs continues to be bullish: January will see hundreds of billions of dollars in incremental capital inflows. There are two main reasons for Goldman's forecast: One is that global equity inflows this year have exceeded those of the past 25 years combined, a situation that "will take a much bigger correction to change". The second, and more important, reason is that January is typically when most funds allocate their money. In each of the 24 years from 1996 to 2020, capital inflows in January exceeded those in the other 11 months of the year, accounting for 134% of total capital flows, while outflows in the other 11 months were 34%. Private wealth managers around the world are now allocating more to equities and less to bonds, a trend Goldman sachs reckons will continue. In contrast to Goldman's staunchly bullish stance, Morgan Stanley warned that the outlook for U.S. stocks was worse than most expected. Fed tapering (fire) and slowing growth (ice) may play a song of ice and fire. Let's hope investors are fully aware of the risks of slower growth. The risks of a sustained cyclical downturn in the economy are as important to investors as external shocks. Overall, Morgan Stanley thinks the impact of Fed tapering and slowing growth on U.S. stocks could be worse than most expect. As a result, investors should guard their equity positions against speculative stocks, and high-tech stocks are vulnerable. Investors should focus on defensive assets with stable earnings, such as health care, REITs and consumer staples. It believes the Fed is beginning "a very long process of removing monetary accommodation". At the same time, the strategist believes the Hawkish fed shift is still not widely recognized by the market, even though the most expensive basket of investment stocks, growth stocks, has started to suffer. As markets and the Fed come to realize that inflation is not temporary, there could be further valuation killings. Which opinion do you prefer? $S&P 500 Index(.SPX.US)$$NYダウ(.DJI.US)$$Nasdaq Composite Index(.IXIC.US)$$アップル(AAPL.US)$$テスラ(TSLA.US)$$Dow Jones Equity REIT Index(.DJR.US)$$ヘルスケア・リアルティ・トラスト(HR.US)$
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コラムToday's pre-market stock movers: DASH, UBER, RKLB, BIIB and more
• $Resolute Forest Products(RFP.US)$ +65.7% (entered into an agreement under which Domtar will acquire all of the outstanding common shares of Resolute stock for $20.50 per share and one Contingent Value Right)
• $Applied Molecular(AMTI.US)$ +2.9% (to report top-line Phase 2 results from MARKET combination Trial of Oral AMT-101)
• $プリモリス・サービシズ(PRIM.US)$ +2.1% (awarded a $170 mln project by Texas DOT)
• $バイオジェン(BIIB.US)$ +2.1% (Bi...
コラムTop upgrades and downgrades on 5/10
•$オートリブ(ALV.US)$ : UBS Upgrades to Buy from Neutral - PT $90 (from $103)
• $クリーンエナジーフューエルズ(CLNE.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $6
• $EOGリソーシズ(EOG.US)$ : Raymond James Upgrades to Strong Buy from Outperform - PT $170
• $ジェニュイン・パーツ(GPC.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $133
• $グラフィック・パッケージング・ホールディング(GPK.US)$ : Exane Upgrades to Outperform from Neutral - PT $26
• $ヘルスケア・トラスト・オブ・アメリカ(HTA.US)$ : Berenbe...
コラムTop upgrades and downgrades on 4/26
• $ベーカー・ヒューズ・カンパニー(BKR.US)$ : HSBC Upgrades to Buy from Hold - PT $38.30
• $コンパニア・セルベセリアス・ウニダス(CCU.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $キャピタル・シティー・バンク・グループ(CCBG.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $31.50 (from $29)
• $ハブ・グループ(HUBG.US)$ : Susquehanna Upgrades to Positive from Neutral - PT $83 (from $92)
• $インタラクティブ・ブローカーズ・グループ(IBKR.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $90
• $JBハント・トランスポート・サービシズ(JBHT.US)$ : Susqueh...
コラムGoldman Sachs is firmly bullish while Morgan Stanley says markets are not rosy
There are two main reasons for Goldman's forecast:
One is that global equity inflows this year have exceeded those of the past 25 years combined, a situation that "will take a much bigger correction to change".
The second, and more important, reason is that January is typically when most funds allocate their money.
In each of the 24 years from 1996 to 2020, capital inflows in January exceeded those in the other 11 months of the year, accounting for 134% of total capital flows, while outflows in the other 11 months were 34%.
Private wealth managers around the world are now allocating more to equities and less to bonds, a trend Goldman sachs reckons will continue.
In contrast to Goldman's staunchly bullish stance, Morgan Stanley warned that the outlook for U.S. stocks was worse than most expected.
Fed tapering (fire) and slowing growth (ice) may play a song of ice and fire. Let's hope investors are fully aware of the risks of slower growth. The risks of a sustained cyclical downturn in the economy are as important to investors as external shocks.
Overall, Morgan Stanley thinks the impact of Fed tapering and slowing growth on U.S. stocks could be worse than most expect.
As a result, investors should guard their equity positions against speculative stocks, and high-tech stocks are vulnerable. Investors should focus on defensive assets with stable earnings, such as health care, REITs and consumer staples.
It believes the Fed is beginning "a very long process of removing monetary accommodation". At the same time, the strategist believes the Hawkish fed shift is still not widely recognized by the market, even though the most expensive basket of investment stocks, growth stocks, has started to suffer.
As markets and the Fed come to realize that inflation is not temporary, there could be further valuation killings.
Which opinion do you prefer?
$S&P 500 Index(.SPX.US)$$NYダウ(.DJI.US)$$Nasdaq Composite Index(.IXIC.US)$$アップル(AAPL.US)$$テスラ(TSLA.US)$$Dow Jones Equity REIT Index(.DJR.US)$$ヘルスケア・リアルティ・トラスト(HR.US)$
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